Business Details
16 Years
experience
Your Trusted Financial Partner in Atlanta, GA
At EIAT Wealth Management, we are dedicated to empowering families and individuals through comprehensive financial planning and advisory services. Our expertise spans life insurance, annuities, retirement planning, mortgage protection, college savings strategies, and long-term care solutions, all tailored to meet the unique needs of our clients. Founded in 2010 by Royce Richardson, a seasoned financial advisor with over two decades of experience, we pride ourselves on providing holistic, client-focused guidance rooted in financial literacy and community partnership.Our team of professionals is committed to delivering personalized service that prioritizes education, transparency, and long-term security. With a philosophy of giving more than expected, we strive to build lasting relationships while helping clients protect their legacies and achieve both short- and long-term financial goals. Headquartered in Atlanta, Georgia, we serve clients nationwide, combining local insight with national expertise to create customized financial game plans for success.
Services
Life Insurance
Annuities
Retirement Planning
Mortgage Protection
College Savings
Long-Term Care
Details
- Year established: 2010
Highlights and features
- We offer over 20 years of experience in financial planning and advisory services.
- Our client-focused approach prioritizes personalized, holistic financial strategies.
- We emphasize financial literacy and education in every client interaction.
- Our team provides tailored solutions for families and entrepreneurs nationwide.
- We combine community partnership with national expertise for local impact.
Services
Life Insurance
Life insurance provides financial security for families through death benefits that support critical decisions during transitions. Our policies help younger families build estates, fund retirements, and ensure business continuity through buy-sell arrangements. We offer tailored coverage options to protect loved ones and preserve legacies.
Retirement Planning
Our retirement planning services create structured strategies for comfortable post-career living. We guide clients through savings plans, investment growth, and risk management to build sustainable income streams. By combining long-term commitment with expert analysis, we help clients achieve financial independence during their golden years.
Annuities
Annuities offer guaranteed income streams through structured financial contracts. We help clients navigate accumulation and annuitization phases to create stable retirement income. Our solutions balance risk management with growth potential for individuals preparing for future financial needs.
Mortgage Protection
Mortgage protection ensures home security through term life insurance policies that cover outstanding loans. We compare level and decreasing term options to find cost-effective solutions that protect families from financial strain while maintaining homeownership stability.
Long-Term Care
Long-term care insurance covers non-medical assistance for daily living activities. Our policies address gaps in Medicare/Medicaid coverage, providing financial protection against extended care needs. We help clients plan for potential future requirements regardless of age or health status.
People
Royce Richardson
Founder & Financial Planner
With over 20 years in financial services, Royce founded EIAT in 2010 after a decade at major firms. He specializes in holistic financial planning and community-focused advisory services, emphasizing education and legacy protection for families nationwide.
Ra'Shawn Hasan
Financial Services Representative
Ra'Shawn provides personalized financial solutions, focusing on investment strategies and risk management. He combines technical expertise with client education to help individuals achieve long-term financial security through tailored advisory services.
Gardenia Nero
Financial Services Representative
Gardenia specializes in retirement planning and estate management, offering comprehensive guidance to clients preparing for post-career life. Her approach emphasizes practical solutions and financial literacy for sustainable wealth preservation.
David Hartwell, III
Financial Services Representative
David focuses on insurance products and college savings strategies, helping families protect assets while planning for educational expenses. His expertise includes 529 plans and cash value life insurance alternatives for financial aid optimization.
Terry Langston
Financial Services Representative
Terry provides mortgage protection solutions and long-term care planning, addressing risk management needs for homeowners and aging populations. He emphasizes comparative analysis of insurance products to find cost-effective client solutions.
Questions
What financial services does EIAT Wealth Management offer?
We provide life insurance, annuities, retirement planning, mortgage protection, college savings strategies, and long-term care insurance tailored to individual client needs.
How does EIAT approach financial planning differently?
Our client-focused methodology emphasizes financial literacy, personalized education, and holistic strategies that consider both immediate needs and long-term legacy goals.
Can I schedule a consultation with your advisors?
Yes, we offer personalized consultations to discuss your financial objectives and create customized plans aligned with your family's unique circumstances.
Do you serve clients outside Atlanta?
While headquartered in Atlanta, we serve clients nationwide, combining local community understanding with national financial expertise for comprehensive advisory services.
How do you help with retirement planning?
We develop structured retirement strategies through savings plans, investment growth analysis, and risk management solutions to ensure sustainable income during post-career years.
What makes your team qualified to handle financial planning?
Our advisors have decades of combined experience in financial services, with specialized expertise in insurance products, investment strategies, and comprehensive wealth management solutions.
